Cornerstone Capital Management Holdings’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.41M | Sell |
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2017
Q3 | $4.28M | Buy |
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|
2017
Q2 | $2.98M | Sell |
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2017
Q1 | $3.36M | Sell |
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|
2016
Q4 | $2.96M | Sell |
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|
2016
Q3 | $2.37M | Buy |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $636K | Sell |
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|
2015
Q4 | $2.63M | Buy |
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|
2015
Q3 | $3.03M | Buy |
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|
2015
Q2 | $2.46M | Buy |
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|
2015
Q1 | $249K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $805K | Buy |
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|
2014
Q1 | $106K | Buy |
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